High Peaks Wealth Strategies fees and pricing
Financial planner in Parker, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, High Peaks Wealth Strategies charges a monthly fee of $39-$99 and an annual fee of $468-$1,108 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $39-$99/mo
“Tier level fees Tier 1 Tier 2 Tier 3 $39/month ($468 annually) $69/month ($828 annually) $99/month ($1,108 annually) - 4- Client may cancel within five (5) business days of signing Agreement with no obligation and without penalty.”
- Annual fee
- $468-$1,108/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How High Peaks Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the value of assets managed as of the close of business on the last business day of the billing period.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”
How High Peaks Wealth Strategies’ fees compare
- Its annual fee of $468-$1,108 is below the Colorado median of $7,750. None of the 57 other Colorado planners that publish an annual fee charge less.
About High Peaks Wealth Strategies
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334871
- Phone
- (720) 206-6556
Other planners in Parker that publish fees
- Conexus Capital Management, LLCParker$550/hr, $5,000-$10,000
- Eight Peaks Wealth ManagementParker$360/hr, $4,200-$36,000
- JdyeageradvisorsParker$350
- Oatley & Diak, LLC.Parker$300/hr
- Truevector Wealth AdvisorsParker$300/hr, $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.